Blue Trust Inc’s iShares US Financial Services ETF IYG Stock Holding History

Blue Trust Inc’s Portfolio IYG Stock Details IYG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-33	Closed	-$3.04K	–	2603
2025 Q4	$3.04K	Sell	33 -48	-59%	-$4.28K	﹤0.01%	2075
2025 Q3	$7.26K	Buy	+81	New	+$7.12K	﹤0.01%	1924
2024 Q4	–	Sell	-288	Closed	-$18.8K	–	2711
2024 Q3	$18.8K	Hold	288	–	–	﹤0.01%	1966
2024 Q2	$19.1K	Buy	+288	New	+$18.7K	﹤0.01%	1674
2022 Q3	–	Sell	-45	Closed	-$3K	–	2207
2022 Q2	$3K	Buy	+45	New	+$2.44K	﹤0.01%	1572

Other funds holding IYG

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

SWP

Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return

OCA

OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Blue Trust Inc's IYG Position: Q1 2026 in Review

Blue Trust Inc sold out of iShares US Financial Services ETF (IYG) in Q1 2026, closing a stake of 33 shares — an estimated $3.04K sold.

Blue Trust Inc first reported a position in IYG in Q2 2022 and held it in 5 quarters. The position peaked at $19.1K in Q2 2024. 265 funds tracked by Wall St. Rank hold IYG as of Q1 2026.

Blue Trust Inc reported no remaining iShares US Financial Services ETF position as of Q1 2026 after selling out during the quarter.
Blue Trust Inc sold 33 iShares US Financial Services ETF shares in Q1 2026, an estimated $3.04K.
Blue Trust Inc first reported a position in iShares US Financial Services ETF in Q2 2022 and held it in 5 quarters.
Blue Trust Inc's iShares US Financial Services ETF position peaked at $19.1K in Q2 2024.
265 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q1 2026.

Based on Blue Trust Inc's 13F filing for Q1 2026, filed 20 Apr 2026.